Cassady Schiller Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cassady Schiller Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$131K	Buy	2,537 +837	+49%	+$43.5K	0.05%	144
2024 Q3	$89.5K	Hold	1,700	–	–	0.03%	160
2024 Q2	$87.1K	Hold	1,700	–	–	0.04%	160
2024 Q1	$87.2K	Hold	1,700	–	–	0.04%	169
2023 Q4	$87.2K	Hold	1,700	–	–	0.04%	159
2023 Q3	$84.7K	Hold	1,700	–	–	0.05%	154
2023 Q2	$85.3K	Hold	1,700	–	–	0.05%	155
2023 Q1	$85.9K	Hold	1,700	–	–	0.04%	153
2022 Q4	$84.7K	Buy	+1,700	New	+$84.2K	0.05%	144
2022 Q1	–	Sell	-1,700	Closed	-$92K	–	335
2021 Q4	$92K	Buy	+1,700	New	+$92K	0.06%	140

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's IGSB Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 49% in Q4 2024, buying an estimated $43.5K and bringing the position to 2,537 shares worth $131K. The position accounts for 0.05% of the portfolio, ranked #144.

Cassady Schiller Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

Cassady Schiller Wealth Management held 2,537 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $131K as of Q4 2024.
Cassady Schiller Wealth Management bought 837 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $43.5K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #144 holding.
Cassady Schiller Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.